Goal
This guide will walk you through adjusting resident settings in the mobile app and portal.
Before you get started
You will need to have configured your integration connection already. Moreover, you will need to have the correct permissions set in order to change resident settings. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select roles & permissions ➡️ Scroll down to access detail ➡️ Expand account and ensure that integrations have full access selected.
Adjusting resident settings
Step 1 - Let's begin
Login to the admin portal and select settings, then integrations. Look for your integrated platform; it will have a green connected label on the tile; click on it.
Now click on the tab for resident settings.
Step 2 - Resident display
Here you can change how the community is identified to the resident user. There are four options:
Building name: will show the name of the community/site/building to the resident.
Scheme/CTS number: will show the scheme number to the resident.
Short address: will show the number and street name to the resident.
Long address: will show the number, street, suburb (city), post code and state to the resident
You can only select one option, and this is for all communities, meaning you cannot customise this for individual communities or specific groups of communities.
Step 3 - Lot details message
Since the accounting platform is the single source of truth for all community, lot and resident information any changes to data should be made in the accounting platform. These changes will then flow, via the integration, into Resvu.
For this reason, it is important to instruct the residents where they need to update their details. In this section you can provide a text message to share with residents, and a URL to the appropriate place for them to update their details.
Step 4 - Save
Don't forget to click save after making any desired changes.